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Livermore
Livermore
ZHEN

Everest Group, Ltd.

EG
Exchange
NYSE
Industry
Fire, Marine & Casualty Insurance
SEC CIK
0001095073

No open-market purchases or sales by Everest Group, Ltd. insiders were filed in the last 90 days; 690 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; no superinvestor holds it.

13F holders, Q3 2023

Institutional positions in Everest Group, Ltd. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
590
+12 vs. Q2 2023
Shares held
40.4M
+377.1K (+0.9%) vs. Q2 2023
Total value
$15.1B
+$1.42B (+10.4%) vs. Q2 2023
New holders
71
224 more added
Sold out
59
207 more reduced

4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 590 institutions
Q1 2021: 464 institutionsQ2 2021: 455 institutionsQ3 2021: 466 institutionsQ4 2021: 479 institutionsQ1 2022: 513 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 558 institutionsQ1 2023: 583 institutionsQ2 2023: 582 institutionsQ3 2023: 590 institutionsQ4 2023: 669 institutionsQ1 2024: 640 institutionsQ2 2024: 631 institutionsQ3 2024: 675 institutionsQ4 2024: 694 institutionsQ1 2025: 678 institutionsQ2 2025: 673 institutionsQ3 2025: 677 institutionsQ4 2025: 685 institutionsQ1 2026: 670 institutionsQ2 2026: 690 institutions
Value heldQ3 2023: $15.1B
Q1 2021: $9.29BQ2 2021: $9.58BQ3 2021: $9.38BQ4 2021: $10.2BQ1 2022: $11.1BQ2 2022: $10.2BQ3 2022: $9.66BQ4 2022: $12.1BQ1 2023: $13.1BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $16.2BQ2 2024: $15.4BQ3 2024: $15.8BQ4 2024: $14.6BQ1 2025: $14.7BQ2 2025: $13.6BQ3 2025: $13.5BQ4 2025: $13.4BQ1 2026: $12.0BQ2 2026: $14.2B
Institutions holding EG and their total value by quarter
QuarterHoldersValue
Q2 2026690$14.2B
Q1 2026670$12.0B
Q4 2025685$13.4B
Q3 2025677$13.5B
Q2 2025673$13.6B
Q1 2025678$14.7B
Q4 2024694$14.6B
Q3 2024675$15.8B
Q2 2024631$15.4B
Q1 2024640$16.2B
Q4 2023669$14.2B
Q3 2023590$15.1B
Q2 2023582$13.7B
Q1 2023583$13.1B
Q4 2022558$12.1B
Q3 2022510$9.66B
Q2 2022532$10.2B
Q1 2022513$11.1B
Q4 2021479$10.2B
Q3 2021466$9.38B
Q2 2021455$9.58B
Q1 2021464$9.29B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2023.

Institutions holding EG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Stephenson National Bank & Trust337$125.3K0.07%+337New
UniSuper Management Pty Ltd300$111.5K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc293$108.9K0.00%+38+14.9%Added
AlphaCentric Advisors LLC287$106.7K0.06%−30−9.5%Reduced
Donald Smith & Co., Inc.266$98.9K0.00%−31,767−99.2%Reduced
Harvest Fund Management Co., Ltd265$98.0K0.02%+250+1,666.7%Added
Sentry Investment Management LLC250$93.0K0.04%−7−2.7%Reduced
Asset Dedication, LLC250$93.0K0.01%00.0%Unchanged
State of Wyoming248$92.2K0.02%+248New
Colonial Trust Co244$90.7K0.02%+2+0.8%Added
Versant Capital Management, Inc239$88.8K0.03%−2−0.8%Reduced
EverSource Wealth Advisors, LLC233$86.6K0.01%+1+0.4%Added
First Financial Corp200$74.3K0.04%00.0%Unchanged
Quadrant Capital Group LLC186$69.1K0.01%00.0%Unchanged
Farther Finance Advisors, LLC169$62.8K0.01%+12+7.6%Added
Steward Partners Investment Advisory, LLC166$61.7K0.00%+158+1,975.0%Added
Key Financial Inc159$59.1K0.02%00.0%Unchanged
GPS Wealth Strategies Group, LLC152$56.5K0.01%00.0%Unchanged
Signaturefd, LLC143$53.1K0.00%+15+11.7%Added
Parkside Financial Bank & Trust138$51.3K0.01%+1+0.7%Added
Loomis Sayles & Co L P118$44.0K0.00%+7+6.3%Added
Thompson Investment Management, Inc.104$38.7K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.100$37.0K0.00%00.0%Unchanged
JJJ Advisors Inc.97$36.1K0.01%+93+2,325.0%Added
FinTrust Capital Advisors, LLC94$34.9K0.01%00.0%Unchanged
Cambridge Trust Co90$33.5K0.00%00.0%Unchanged
DT Investment Partners, LLC82$30.5K0.00%00.0%Unchanged
Heritage Wealth Advisors80$29.7K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC80$29.7K0.01%00.0%Unchanged
Massmutual Trust Co FSB77$28.6K0.00%+5+6.9%Added
Covestor Ltd72$27.0K0.02%+44+157.1%Added
Allworth Financial LP68$25.3K0.00%−1−1.4%Reduced
Private Trust Co NA66$24.5K0.00%+36+120.0%Added
Moisand Fitzgerald Tamayo, LLC64$23.8K0.01%00.0%Unchanged
Lindbrook Capital, LLC64$23.8K0.00%+1+1.6%Added
ING Groep NV64$23.8K0.00%+64New
Zions Bancorporation, N.A.62$23.0K0.00%00.0%Unchanged
Caldwell Trust Co62$23.0K0.00%00.0%Unchanged
Piscataqua Savings Bank56$20.8K0.02%00.0%Unchanged
Riverview Trust Co55$20.4K0.02%00.0%Unchanged
Ronald Blue Trust, Inc.56$19.0K0.00%−2−3.4%Reduced
TD Private Client Wealth LLC48$17.8K0.00%−1−2.0%Reduced
GHP Investment Advisors, Inc.41$16.3K0.00%00.0%Unchanged
Harbour Investments, Inc.42$15.6K0.00%+18+75.0%Added
Toth Financial Advisory Corp40$14.9K0.00%+40New
Barrett & Company, Inc.40$14.9K0.01%+40New
Global Retirement Partners, LLC34$13.1K0.00%+31+1,033.3%Added
Chelsea Counsel Co35$13.0K0.01%00.0%Unchanged
Pathway Financial Advisers, LLC35$13.0K0.01%+35New
Hibernia Wealth Partners, LLC33$12.3K0.01%+33New
First Horizon Advisors, Inc.32$11.9K0.00%−2−5.9%Reduced
RFP Financial Group LLC31$11.5K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc27$10.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC27$10.0K0.00%+27New
MV Capital Management, Inc.25$9.29K0.00%−1−3.8%Reduced
JFS Wealth Advisors, LLC25$9.29K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.23$8.55K0.00%00.0%Unchanged
Steward Financial Group LLC23$8.00K0.00%+23New
Hollencrest Capital Management20$7.43K0.00%00.0%Unchanged
GW&K Investment Management, LLC18$7.00K0.00%00.0%Unchanged
Capital Analysts, LLC18$7.00K0.00%+11+157.1%Added
LGT Financial Advisors LLC13$4.83K0.01%+13New
TD Waterhouse Canada Inc.12$4.51K0.00%−5−29.4%Reduced
SJS Investment Consulting Inc.11$4.09K0.00%+1+10.0%Added
Financial Management Professionals, Inc.9$3.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc7$2.60K0.00%−2−22.2%Reduced
Stonebridge Capital Advisors LLC7$2.60K0.00%00.0%Unchanged
Clearstead Advisors, LLC7$2.60K0.00%+7New
Washington Trust Advisors, Inc.7$2.46K0.00%+7New
Bell Investment Advisors, Inc6$2.23K0.00%−4−40.0%Reduced
JNBA Financial Advisors6$2.23K0.00%00.0%Unchanged
Manchester Capital Management LLC5$1.86K0.00%−1−16.7%Reduced
WR Wealth Planners, LLC5$1.86K0.00%−12−70.6%Reduced
Washington Trust Co5$1.86K0.00%00.0%Unchanged
Raffa Wealth Management, LLC4$1.49K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC3$1.19K0.00%00.0%Unchanged
IFP Advisors, Inc3$1.12K0.00%−15−83.3%Reduced
Prestige Wealth Management Group LLC3$1.12K0.00%00.0%Unchanged
Investors Research Corp3$1.11K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.3$1.11K0.00%00.0%Unchanged
Jones Financial Companies LLLP3$1.11K0.00%+3New
Tfo-TDC, LLC3$1.03K0.00%+2+200.0%Added
Avion Wealth3$1.00K0.00%00.0%Unchanged
Valley National Advisers Inc2$1.00K0.00%+2New
North Star Investment Management Corp.2$7430.00%00.0%Unchanged
Abound Wealth Management1$3760.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC1$3720.00%00.0%Unchanged
Highline Wealth Partners LLC1$3720.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc1$3720.00%+1New
Sofos Investments, Inc.0$3440.00%−342−100.0%Reduced
TD Ameritrade Investment Management, LLC0$00.00%−48−100.0%Sold out
Moore Capital Management, LP0$00.00%−73,585−100.0%Sold out
Twinbeech Capital LP0$00.00%−67,548−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−50,000−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−43,000−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−31,340−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−23,642−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−13,762−100.0%Sold out
FORA Capital, LLC0$00.00%−8,802−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−7,622−100.0%Sold out